External broker reports(aggregated public sources), Taylor Collison

Taylor Collison

External broker reports(aggregated public sources)

Taylor Collison is a leading financial services firm, providing advice & wealth creation strategies to private & institutional investors and corporate clients throughout Australia. Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

Equity Bottom-Up

<ul><li>Ambitious revenue targets and another re-imaging of the overall business may sound like a broken record to long-standing shareholders.</li><li>To the contrary, we are pleasantly surprised with the high-level 5-year plan outlined by new CEO, Kinda Grange.</li><li>Whilst we accept 5x greater revenue CAGR than current is unsustainable longer term, we welcome managements aspiration to improve capability and increase capacity in the groups underutilised resources. </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Ambitious revenue targets and another re-imaging of the overall business may sound like a broken record to long-standing shareholders.To the contrary, we are pleasantly surprised with the high-level 5-year plan outlined by new CEO, Kinda Grange.Whilst we accept 5x greater revenue CAGR than current is unsustainable longer term, we welcome managements aspiration to improve capability and increase capacity in the groups underutilised resources. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Maggie Beer Holdings (MBH) - Resetting the Aspiration

<ul><li>Having delivered an underwhelming 1H23 result, coupled with a challenging retail environment and transitioning CEO, MBH presents obstacles for new investors.</li><li>That said, we retain our positive sentiment towards the growing online channel, marketing capabilities, and synergistic potential of the Maggie Beer Products (MBP) offering through the Hampers and Gifts Australia (HGA) platform.</li><li>After unsuccessfully divesting Paris Creek Farms (PCF) the new management team will need to define what is core going forward.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Having delivered an underwhelming 1H23 result, coupled with a challenging retail environment and transitioning CEO, MBH presents obstacles for new investors.That said, we retain our positive sentiment towards the growing online channel, marketing capabilities, and synergistic potential of the Maggie Beer Products (MBP) offering through the Hampers and Gifts Australia (HGA) platform.After unsuccessfully divesting Paris Creek Farms (PCF) the new management team will need to define what is core going forward.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Maggie Beer Holdings (MBH) -  Unable to Cycle 1H22 Volumes Without Cost Blowout

<ul><li>MBH delivered its FY22 results with, pleasingly, little surprises given the trading update in mid-May.</li><li>Arriving at the top end of its adjusted guidance, the group recorded net sales of $98.3m with trading EBITDA of $10.3m. </li><li>Importantly was the performance of HGA and MBP (‘Continuing Operations’), with combined sales of $75.2m up 22% on a pro-forma basis with 53% gross margin and $11.3m trading EBITDA.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

MBH delivered its FY22 results with, pleasingly, little surprises given the trading update in mid-May.Arriving at the top end of its adjusted guidance, the group recorded net sales of $98.3m with trading EBITDA of $10.3m. Importantly was the performance of HGA and MBP (‘Continuing Operations’), with combined sales of $75.2m up 22% on a pro-forma basis with 53% gross margin and $11.3m trading EBITDA.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Maggie Beer Holdings (MBH) - Clearer Strategy on Disposal of Inherited Hurdles

Australia

Maggie Beer Holdings Ltd operates as an investment company. The Company invests in food, beverages, and technology companies. Maggie Beer Holdings serves clients worldwide.

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Maggie Beer Holdings (MBH AU)

Maggie Beer Holdings (MBH) - Resetting the Aspiration

Ambitious revenue targets and another re-imaging of the overall business may sound like a broken record to long-standing shareholders.

Taylor Collison

Maggie Beer Holdings (MBH) - Unable to Cycle 1H22 Volumes Without Cost Blowout

Having delivered an underwhelming 1H23 result, coupled with a challenging retail environment and transitioning CEO, MBH presents obstacles for new...

Taylor Collison

Maggie Beer Holdings (MBH) - Clearer Strategy on Disposal of Inherited Hurdles

MBH delivered its FY22 results with, pleasingly, little surprises given the trading update in mid-May. Arriving at the top end of its adjusted...

Taylor Collison

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